Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Extra Space Storage Inc. | 46,527 | reported | 14 May 2026 | tx 8+100,258−53,730 |
| Broadstone Net Lease, Inc. | 16,263 | reported | 05 May 2025 | tx 2+16,263 |
| FIRST NIAGARA FINANCIAL GROUP INC | 0 | reported | 01 Aug 2016 | tx 7+127,275−127,275 |
| SOVRAN SELF STORAGE INC | 0 | reported | 20 Jul 2023 | tx 22+213,546−232,416 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 May 2026 | GRANT_AWARD | Extra Space Storage Inc. | 1,407 | 142.19 USD | |
| 21 May 2025 | GRANT_AWARD | Extra Space Storage Inc. | 1,375 | 145.41 USD | |
| 05 May 2025 | PURCHASE | Broadstone Net Lease, Inc. | 10,000 | 16.08 USD | first after silence |
| 02 May 2025 | GRANT_AWARD | Broadstone Net Lease, Inc. | 6,263 | 0.00 USD | |
| 23 May 2024 | GRANT_AWARD | Extra Space Storage Inc. | 1,402 | 142.63 USD | |
| 14 Dec 2023 | SALE | Extra Space Storage Inc. | 25,000 | 154.10 USD | anomaly |
| 12 Dec 2023 | SALE | Extra Space Storage Inc. | 10,000 | 139.32 USD | |
| 13 Dec 2023 | SALE | Extra Space Storage Inc. | 15,000 | 142.98 USD | anomaly |
| 10 Nov 2023 | GIFT | Extra Space Storage Inc. | 3,730 | 0.00 USD | |
| 20 Jul 2023 | GRANT_AWARD | Extra Space Storage Inc. | 96,074 | — | |
| 19 Jul 2023 | GRANT_AWARD | SOVRAN SELF STORAGE INC | 93,842 | 0.00 USD | |
| 20 Jul 2023 | OTHER | SOVRAN SELF STORAGE INC | 107,346 | — | |
| 19 Jul 2023 | TAX_WITHHOLDING | SOVRAN SELF STORAGE INC | 70,276 | 136.07 USD | |
| 07 Jun 2023 | SALE | SOVRAN SELF STORAGE INC | 5,036 | 131.03 USD | |
| 09 Feb 2023 | TAX_WITHHOLDING | SOVRAN SELF STORAGE INC | 15,584 | 122.61 USD | |
| 09 Feb 2023 | GRANT_AWARD | SOVRAN SELF STORAGE INC | 32,479 | 0.00 USD | |
| 20 Dec 2022 | SALE | SOVRAN SELF STORAGE INC | 6,130 | 99.73 USD | |
| 14 Dec 2022 | GRANT_AWARD | SOVRAN SELF STORAGE INC | 16,746 | 0.00 USD | |
| 09 Aug 2022 | SALE | SOVRAN SELF STORAGE INC | 5,044 | 131.22 USD | |
| 17 Mar 2022 | SALE | SOVRAN SELF STORAGE INC | 4,000 | 134.54 USD | |
| 11 Mar 2022 | SALE | SOVRAN SELF STORAGE INC | 9,000 | 130.95 USD | |
| 15 Feb 2022 | GRANT_AWARD | SOVRAN SELF STORAGE INC | 14,354 | 0.00 USD | |
| 20 Dec 2021 | SALE | SOVRAN SELF STORAGE INC | 4,000 | 146.39 USD | |
| 17 Dec 2021 | GRANT_AWARD | SOVRAN SELF STORAGE INC | 11,236 | 0.00 USD | |
| 19 May 2021 | SALE | SOVRAN SELF STORAGE INC | 6,000 | 96.55 USD |
2 purchases reported after at least 12 months of silence — most recent on 05 May 2025.